Career Opportunities

Join the SOGO Team

SOGO Wealth & Risk Management has been assisting clients in growing and protecting their assets since 2010. We are San Antonio’s fastest growing insurance and financial services firm providing employee benefits, risk management, retirement plans, personal insurance, and wealth management solutions. As an extremely broad professional services firm, we can do more for clients. This translates into time savings and efficiency for our clients and greater revenues for our producers and advisors.

SOGO operates as an independent broker/advisor in all of our practice areas and has broad market access. This allows our Producers to bring the best available solutions to our clients. With the expertise and resources of a national broker and the local presence and care of a smaller private broker, SOGO offers “The Best of All Worlds!”

Unlike most local/regional firms, we are a growth-oriented company that continually invests to assure that we are on the leading edge of our industry.

SOGO offers the support you need to be successful:

  • Highly customized version of Pipeline Manager that helps you manage your relationships, acquire new leads, and gives you access to key business intelligence data
  • Advanced web-based marketing programs, including blog and social media exposure opportunities
  • Market-leading brand awareness
  • Proprietary networking events
  • Knowledgeable support staff
  • Customer service support
  • In-house business center
  • In-house compliance experts

Current SOGO Opportunities Available

 

WEALTH ADVISORS 

Life & Financial Services Division

Ohio National, in partnership with SOGO Wealth & Risk Management, is currently seeking Financial Service Advisors for San Antonio and the surrounding area.  Ohio National offers competitive contracts for Career Agents, Associate General Agents (supplement to Career Agent contract), and Producer (Broker) Agents.

We are seeking highly motivated, entrepreneurial minded individuals looking for an opportunity and not just another job. We are not looking for employees, but seeking a business partner who can help us continue to grow and develop our firm and our San Antonio team of Ohio National Wealth Advisors. Candidates need to be motivated, persevering and have a strong desire to develop their own practice in a supportive and strong-cultured environment.

SOGO Training & Support:

  • Mentorship program to assist new advisors in utilizing their skills in real life situations.
  • The opportunity to receive industry-leading training to prepare our wealth advisors to specialize in comprehensive wealth management strategies that focus on the tax treatment of assets.
  • Classes focus on sales processes, prospecting strategies, gaining referrals, closing techniques, etc., as well as comprehensive product and wealth management strategy training.
  • Technical support from SOGO, our local well-established and growing firm with a strong reputation and resources necessary to assist our advisors in growing their financial practices.

Benefits:

  • Access to a diverse portfolio of products from Ohio National, a top mutual insurance company with a reputation for 26 consecutive years of continued life insurance growth and 92 consecutive years of paying dividends to all participating whole life policies.
  • Freedom to control your market, career path, income, and your time.
  • Complete ownership of your business, in a non-captive model.
  • Excellent retirement benefits with short vesting schedule.
  • High quality comprehensive benefits package with FICA match for Career Agents.

Expectations:

  • The ideal associate is ambitious, has extraordinary interpersonal skills, is entrepreneurial minded and resilient.
  • They must have a strong desire to develop relationships and help their clients make decisive, impactful and action oriented plans for their future and the future of those that depend on them.
  • Must possess the ability to get required licenses/certifications or currently hold Group 1 License.
  • Series 6/63 is beneficial but not required for consideration.
  • 1-2 years of sales or business experience is preferred.
  • Must have a minimum of a high school diploma – a bachelor’s degree in a business related discipline is highly encouraged.

 

Questions or comments can be directed to the Director of Recruiting at careers@sogowrm.com.

Click here to learn more about partnering with SOGO & Ohio National!

 

 


COMMERCIAL LINES AGENCY PRODUCERS

Property & Casualty Division

SOGO Wealth & Risk Management is currently hiring Commercial Lines Agency Producers to join our Property & Casualty Division in San Antonio, TX.  Join our team of agents and be a part of a winning team!  We are seeking highly motivated, entrepreneurial minded individuals looking for an opportunity and not just another job. We are not looking for employees, but seeking a business partner who can help us continue to grow and develop our firm.  Candidates need to be motivated, persevering and have a strong desire to develop their own practice in a supportive and strong-cultured environment.

Benefits:

  • Comprehensive training program and a unique business environment that utilizes the cumulative experience and expertise of our partners and associates through mentoring to successfully build your book of business within the San Antonio business community.
  • Freedom to control your market, career path, income, and your time.
  • Contract Value with Beneficiary Rights
  • Work in a non-captive model with access to a diverse portfolio of products from top rated insurance companies.
  • Unlimited Income Potential and a High-Quality Total Compensation Package.

Expectations:

  • The ideal associate is ambitious, has extraordinary interpersonal skills, is entrepreneurial minded and resilient.
  • They must have a strong desire to develop relationships and help their clients protect their assets and minimize their risks within their specific industry.
  • Must currently possess an active General Lines Property and Casualty License.
  • 1-2 years of commercial insurance experience preferred, 1-2 years of sales or business experience is required.
  • Must have a minimum of a high school diploma – a bachelor’s degree in a business related discipline is highly encouraged.

 

Questions or comments can be directed to the Director of Recruiting at careers@sogowrm.com.